Unclaimed
Edwin Kulawiak is a financial advisor with Cetera Investment Advisers LLC, based in Stanhope, NJ. Edwin has been in the industry since 2001 and holds licenses to provide financial and investment advice in 23 states. Edwin is licensed as both a broker-dealer and an investment advisor representative. Edwin also owns and operates Nerenberg & Kulawiak, Inc. a tax practice. Edwin has a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. Edwin's firm offers a range of investment advisory services including portfolio management, financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/24/2023 - Present
Cetera Investment Advisers LLC (STANHOPE NJ)
NJ
08/03/2001 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 11/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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